Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
NAO ERP is a cloud-based enterprise resource planning and inventory management system that is compatible with customer relationship management (CRM) tools, crafted to deliver a versatile, comprehensive platform that consolidates sales, account management, order processing, logistics, procurement, inventory control, customer service, and reporting into one cohesive solution for small to medium-sized businesses. It facilitates efficient ecommerce operations alongside manual sales order processing, managing purchase orders, tracking goods receipt, making stock adjustments, calculating landed costs, and monitoring average weighted costs and profitability. Additionally, it offers functionalities for kitting and bundled products, project and job management, multi-currency invoicing, and timekeeping, all supported by detailed dashboards and analytics. NAO ERP also features direct integration with leading CRMs, including Salesforce and HubSpot, through specialized editions that operate natively within those platforms. This integration empowers sales, service, and field teams by providing them with immediate access to order and customer data, thereby breaking down barriers between CRM and ERP functionalities. As a result, businesses can enhance collaboration and drive efficiency across various operational domains.
Description
A logistics CRM or transportation CRM software serves as a centralized hub for managing customer relationships, enhancing both the presales and post-sales processes to elevate the service quality provided by the sales and customer service teams while standardizing their operations. Additionally, it facilitates freight quote management for logistics and transportation services utilized by various shipping companies, accommodating multiple tariffs and metrics such as payload, TEU, weight, volume, and units. This system enables the seamless sending of quotes via email in diverse formats and currencies, complete with detailed tariffs and personalized layouts. Built on the Dynamics CRM platform, it empowers businesses to concentrate on their core activities, implement a standardized workflow in the sales process, and ultimately drive sales growth while ensuring customers receive appropriate support, leading to a more productive sales team overall. Moreover, this software contributes to streamlining communication and fostering stronger customer relationships, resulting in enhanced operational efficiency across the board.
API Access
Has API
API Access
Has API
Integrations
Gmail
HubSpot CRM
MYOB AccountRight
Microsoft 365
Microsoft Outlook
Microsoft Teams
QuickBooks Online
Sage Intacct
Salesforce
Shopify
Integrations
Gmail
HubSpot CRM
MYOB AccountRight
Microsoft 365
Microsoft Outlook
Microsoft Teams
QuickBooks Online
Sage Intacct
Salesforce
Shopify
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
NAO ERP
Country
United States
Website
www.nao-erp.com
Vendor Details
Company Name
MAEIL
Founded
1999
Country
Lisboa
Website
transportersystems.com/crm-logistics-transports.html
Product Features
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management